Manage channel partners
Maintain the directory of brokers, agents and consultants who source leads and bookings — with their contact details, assigned bookings and commission payouts.
A channel partner is an external broker, agent or consultant who sources leads and bookings for your firm in return for a commission. The Partners module is the directory, and the Commissions module tracks payouts.
Open the directory
Step 1: Open Channel partners → All partners
The list shows every partner with their active bookings and commissions-to-date.
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Add a partner
Step 1: Click Add partner
Fill in Firm name, Primary contact person, Phone, Email, PAN, GSTIN (if applicable), Address and Commission rate.
Step 2: Add team members
If the partner firm has several brokers, add each sub-contact on the Team tab. Bookings can then be attributed to the right person for commission payouts.
Step 3: Save
The partner is now a valid attribution target on CRM → Bookings → Partner attribution.
Partner visits
Partner Executives can log each visit a broker makes to your office or project. These are reportable under Reports → Partner visits.
Step 1: Open the partner → Visits tab → Log visit
Fill in date, type (project tour, office meeting, phone call), outcome and the sub-contact who met.
What's next
- Commissions — compute and pay out commissions against bookings.